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Thinking of migrating or merging your systems?     Winsborough's success story with Target State is a game-changer!     By consolidating multiple CRMs into HubSpot, they slashed annual costs by $35,000 and skyrocketed efficiency.     In just three weeks, Target State eliminated redundancies, provided top-notch training, and boosted customer engagement with a unified view of interactions.     Ready to revolutionize your CRM strategy and leverage scalable, future-proof solutions? 📈💼    Discover the immense value of a well-executed migration with Target State today!  🔗: ttps://https://lnkd.in/g3YaQzBm 

🎥 Explore Our 5th Use Cases Video with Eric Künzel! Do your teams need access to reliable subscription data in Hubspot? Today, we're tackling a common issue many B2B SaaS companies face: the difficulty of accessing subscription details directly within HubSpot. This challenge particularly affects our sales and customer success teams, limiting their ability to engage customers effectively. 🌟 Introducing The Younium Solution: Younium's integration with HubSpot solves this problem. Now, you can access essential subscription data—like customer insights, orders, invoices, and detailed contract information—right within the HubSpot platform. Plus, setting up HubSpot workflows for effective automation is part of the package, enhancing your operational efficiency. With single sign-on, switching between Younium and HubSpot is straightforward, making your workflow smoother. 🛠 Going Beyond Basic Integration: We also introduce custom objects for deeper analysis, enabling targeted marketing campaigns, effective automation, and detailed reporting. "Younium Orders" provide an overview of agreement terms, and "Younium Order Charges" detail the specifics of each line item. 👀 Craving More Insights? We have an entire series where we share how Younium can significantly improve your operations: https://hubs.ly/Q02rXVpD0 #subscriptionmanagement

🚨 New HubSpot Feature Alert 🚨 The "Create Note" workflow action is now live in beta, bringing more automation to your processes. 💡 What’s the benefit?. This feature lets you automate adding notes to records, ensuring important details and context are captured without manual effort. For example, you can use it to summarize sales insights automatically when handing a deal off to the onboarding team. Personalization tokens and workflow data ensure every note is relevant and accurate. ✨ Why it matters: It’s a simple but effective way to reduce busywork, improve communication, and keep your team focused on what really matters.

Smooth handoffs between sales and service start with automation. Here’s how we do it in HubSpot: 1. Use HubSpot workflows to automatically transfer deal data into your onboarding record (ticket, deal, or custom object). 2. Eliminate the need for your service team to hunt down information. 3. Set up your onboarding pipeline to ensure nothing gets missed. With automation, onboarding becomes smoother, faster, and more consistent—right from day one. Origin63 helps teams use HubSpot automation to make the sales-to-service handoff seamless and stress-free. Are your handoffs manual or automated? Catch the full webinar to learn more 👉 https://hubs.ly/Q033l9rN0

Full breakdown of this month’s product update from HubSpot has arrived💪🏻 All hubs have undergone major upgrades, as HubSpot constantly collects their users’ #feedback and experiences and modifies its software accordingly. From the new activity tab in Campaigns to multi-step #Forms, here is all that’s new in HubSpot this month! 👇🏻 https://lnkd.in/dKZjN_mS #hubspotupdates #productrelease #b2bmarketing #crmsolutions

HubSpot recently acquired Cacheflow to help take billing, pricing, and CPQ processes to the next level, helping companies simplify complex workflows, boost operational efficiency, and streamline revenue operations. If you're using HubSpot or considering it, this is a game-changer you won't want to miss. Find out how these new tools can optimize your sales process and help your business grow: https://hubs.ly/Q02VdQjP0

HubSpot is packed with features, but without a strategy, it’s just another tool. For a SaaS client, we designed a RevOps-focused strategy around HubSpot: • Aligned marketing and sales KPIs to track the full funnel. • Automated post-sale onboarding workflows to boost retention. • Used lifecycle stages to tailor communications based on customer needs. Their annual revenue grew because their tech and strategy finally worked together. How well is your CRM strategy aligned with your revenue goals?

🚀 HubSpot's Commerce Hub is evolving, and I'm here for it! Recently, HubSpot released a Public Invoices API—a game-changer for automating billing and improving customer payment experiences. Here’s how this new API could impact your day-to-day: 1️⃣ Time Savings: Automate invoice generation, so you can focus on more strategic work. 2️⃣ Better Cash Flow: With automated payment requests, there’s less delay in receiving payments. 3️⃣ Improved Customer Experience: No more back-and-forth over invoices. Customers get a streamlined, efficient process. As HubSpot continues investing in Commerce Hub, the goal is clear: empower businesses to create faster, smoother sales cycles with a central, reliable platform. I’m excited to see how this feature will simplify payment management and further support growing businesses. Are you considering automating parts of your billing? What would a streamlined invoicing process mean for your team? #HubSpot #SalesAutomation #CustomerExperience #BillingSolutions #BusinessEfficiency

🪄⚡ Something cool you can do with Arrows—have your customers sign their contract as the first task by syncing the URL directly from a HubSpot property. Instead of starting onboarding *after* someone pays or signs their contract, make that step the first task in their onboarding plan. It helps your new customer keep their momentum rolling from contract signature → kickoff call scheduled → intake form filled out → files shared → etc. This is exactly the type of HubSpot + Arrows integration that gets our customers and partners excited. 1. HubSpot required property when an object moves to a certain stage. 2. Use that property inside Arrows to automatically embed a payment link, contract, or something else you need to share with the customer. 3. Dynamically set a due date so automated email reminders are sent if they don't move forward quickly. 4. Sync the completed task back into HubSpot 5. Unlock the next tasks after the contract is signed to maintain momentum It's pretty rad! Learn about Arrows: https://arrows.to

🚀 Exciting News! Our Mollie x HubSpot Integration is Live on the HubSpot Marketplace! 🚀 🔗 No more switching between platforms! Now, you can initiate and track payments directly within HubSpot, saving time, simplifying workflows, and enabling faster, more efficient payments. 🌟 This is a game-changer for businesses looking to optimize their processes and scale with ease. A big thank you to Mollie for trusting us with this collaboration! Explore the integration today: https://lnkd.in/eu4TsErw Questions? Feel free to reach out! #HubSpot #Mollie #CRM #Payments #Automation #BusinessEfficiency #Fintech #Innovation #GetPaidFaster